Administrator - Private Client

JTC Group Mitcham, United Kingdom

Posted 5 hours ago Permanent Competitive

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

DIVISION: Private Client Services

WORKPLACE STRCTRE: Hybrid

ROLE OVERVIEW

PRPOSE OF JOB

The role holderwill be reqired to assist in the administration dties and activities that arereqired to spport the sccessfl delivery of administration for a client portfolio.This will be nder the spervision of the Senior Administrator / AssistantManager and Manager.

MAIN RESPONSIBILITIES AND DTIES

Liaise with intermediaries/clients as necessary and nder the spervision of more senior team members.

Check and maintain the central diary system to ensre that deadlines are met.

Involvement in the review process from a trainee perspective to gain frther exposre.

Prepare necessary corporate docmentation, assist with the billing and collection of debtors' process.

Prepare payments, letters, and settle bills on behalf of client entities.

Perform varios tasks sch as photocopying, scanning and filing of docments.

Assist varios members of the administration team with rotine administrative tasks.

Adhere to Risk & Associated Compliance procedres in relation to reglatory reqirements and AML legislation.

Adhere to CPD reqirements in accordance with qalification level in-hose procedres, if applicable.

Adhere to the JTC core vales and giding principles.

Any other dties as deemed necessary by Management.

Maintain 9% chargeable time.

ESSENTIAL REQIREMENTS

Ability to work to deadlines and prioritize effectively.

Good analytical skills.

Ability to collate and present information in a clear and concise manner.

Self-motivated with a positive approach, strong work ethic and willingness to learn.

Highly organised with strong attention to detail.

Excellent written, verbal and interpersonal skills.

Willing to commence stdy towards a relevant professional qalification.

Competent in all Microsoft applications

OR COMMITMENT TO INCLSION & WELLBEING

JTC is committed to fostering a healthy, inclsiveorganisation where all individals feel welcome and feel able to participate inthe workplace flly. We vale different perspectives, backgronds and livedexperiences. This incldes spporting employee wellbeing so that people feeleqipped to thrive.

#LI-CJ1

Job ID req2231

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